Using a gift intent card or form can help provide clarity from the donor about their wishes. It can help the organization plan their budget, and it helps maintain institutional knowledge. Here is a sample you can download and adapt for your own organization.

It’s early January and we should know what our plan for securing generosity for the year will be. Do you have a development calendar? What about goals? Does your board/council know how to monitor the plan and provide assistance in reaching the goal?

Many boards (councils) spend lots of time talking about stuff. But, is it the right stuff? And, when it isn’t the right stuff, are we hindering generosity? A strategic plan is critically important in the fundraising function both for churches and non-profit institutions. And, the board/council needs tools for asking for and monitoring the strategic plan.

Don't bore people with your annual statements. They are a chance to reinforce your message of impact.

Leadership culture can significantly drain or dramatically empower your organization in achieving its goals and delivering its mission. Whatever role you play in the organization, you have the opportunity to influence and shape a culture of leadership. We’ll discuss ways you can help shape a leadership environment that empowers your people and strengthens your organization. Bring your real world situations for us to unpack together and leave empowered to take action.

Ever been at a Council meeting that started great and next thing you know you are spending 30 minutes discussing something no one really cares about? Learn tips and strategies for keeping your focus on the gospel mission of the congregation, rather than something easily delegated.

You have your priorities, you have your plans… now what? It’s time to organize your people to realize those plans and achieve your priorities. Whether you’re a 1-person shop, working with volunteers, a congregation, or a complex organization, intentionally organizing people to play fulfilling roles in your plans is powerful in advancing your organization to new levels of achievement and mission potential. Once again, bring your real world situations for us to unpack together and leave empowered to take action.

Priorities are great… but how do you go about achieving those priorities? In the second of this 3-part series we’ll discuss the role of planning, once again highlighting the need for and relationship between your strategic plan, fundraising plan, and communication plan. We’ll explore planning approaches that are nimble, accessible, and scalable for organizations of all sizes. Once again, bring your real world situations for us to unpack together and leave empowered to take action.

What should you be raising money for? How are you raising it? What kinds of communication are supporting those efforts? Clear priorities, at all levels, empower organizations to achieve fundraising success. We’ll discuss ways to cultivate and orient your priorities for mission fruition and fundraising success, sequencing and aligning institutional strategic priorities on through to fundraising and marketing priorities. Bring your real world situations for us to unpack together and leave empowered to take action.

Commitment Sunday can be a time of joy and celebration. From original screen plays to adapted works, to generosity and abundance stories, learn how to make your next Commitment Sunday fun and fabulous.

Face to face visits are the most effective fundraising approach to build donor relationship, but they are time consuming in the short term while the results may not be realized for a prolonged period of time. How do you know if you're seeing the "right" people? How do you balance the number of visits between known givers and potential, but lesser known, givers? With tight budgets and limited human resources, reassessing your 1:1 Donor Portfolio is an important part of strategically managing your fundraising effort. At this Roundtable session, we'll talk about how to build a donor portfolio, assess an existing list, and leave with confidence knowing when to add and remove prospective givers.

Small details can make a huge difference. At this Roundtable, we'll talk about small adjustments to your fundraising efforts that can have a big impact. You'll leave with tips for technology tools and practical systems that help you work smarter while sustaining personalized donor connection. Join the conversation with your own favorite tip or technology tool that you've applied in your own fundraising strategy.

Nearly one third of all giving to non-profit organizations occurs in the month of December. This provides a unique opportunity to invite end of the year gifts. We will discuss what motivates these gifts (hint: it’s not your budget).

"We don't offer that here." Expanding services doesn't always mean adding more to your own organization's programs. Sometimes it's as easy as finding another organization who already has the knowledge, training, experience, facility, etc. to partner with you. In this way, both organizations can thrive. Many nonprofit organizations are seeing a growing need for partnerships to meet the needs of their service population. Building relationships with strategic partners can provide access to new services, new funding opportunities and, ultimately, provide better support from your organization. During this Roundtable, we'll look at ways to identify new partners in your work and discuss ways to cultivate those relationships.

Board members need to know their responsibilities and when they are a board member and when they are not. What are their duties and obligations?

Organizations are what we present them to be. How we talk about our organization through intentional marketing and through unintentional day-to-day conversation (by staff and clients) will create the true perception of the organization. If we aren't telling the story, we are at the mercy of those who are...and if we aren't telling the story, and no one else is, it is as if we don't exist or matter. Controlling the narrative of your organization must be intentional, planned, and everyone on staff must see themselves as a development office regardless of their job title. During this workshop, we will talk about how to train all staff and develop key narrative points.

Every congregation has been impacted by the COVID shut downs. As the new normal returns, and the church begins to gather in person, discover steps to take to re-engage people and inspire them to get off the couch, change out of pajamas, and gather in person.

Use something like this to invite your non-donors in the congregation to make an end of year gift.

It would seem counter-intuitive to view a crisis as a blessing. Yet we hear of many examples where people take a tragedy and use it as a platform for good going forward. Organizations have the same opportunity when they have experienced a crisis. How do they make the future better because of this experience? How can they leverage what they learned for their good and for the over-all good of many? During this roundtable we will discuss not only how to manage through a crisis but also how to leverage it for better outcomes going forward.

Giving Tuesday may serve as a primary giving day for some nonprofits. In order to capitalize on that momentum, you need a strong annual fund plan to keep that generosity going and build relationships with donors.